Financial Planner with Military Background
Northwestern Mutual - Radnor
Benefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Are you a veteran with an unwavering sense of mission? Do you excel in navigating challenges and striving for excellence both in your military service and civilian career? Northwestern Mutual – Radnor is seeking to onboard a new Financial Planner to our team. We are a united group of determined, ambitious professionals, eager to make a difference in people’s lives as we accelerate the growth of our district office. Click the link below to hear Robert Novanty's inspiring journey from serving with the US Marines to a successful career in civilian life at Northwestern Mutual: A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Our office is located at: 170 N Radnor Chester Rd, Ste 110, Radnor, PA 19087 Meet Our Team: Grant Price – Managing Director: Grant has been with Northwestern Mutual for over five years and currently serves as Managing Director of Radnor - NM. Prior to joining Northwestern Mutual, Grant worked in player personnel and recruiting with the University of Tennessee football program, where he developed a strong foundation in talent development and team building. Outside of work, Grant is passionate about spending time with his wife, Hailey, and their two dogs, Bear and Ziggy (a Lab and Border Collie). He also enjoys staying active through CrossFit. Teresa Fratini – Associate Director of Selection: Teresa brings a unique perspective shaped by over 20 years as a client and more than a year as a leader within the firm. She focuses on attracting and developing individuals who want to grow, lead, and make an impact. Outside of the office, she enjoys spending time with her two kids, Anthony and Clare, and their rescue pitties—Lego and Donut. Steve Eberbach – Financial Advisor: Steve has been with Northwestern Mutual for over 10 years, serving his clients as a proud partner of Clarity Financial Planning Group while also helping drive the development of advisors through his leadership role as Growth & Development Director. Prior to joining Northwestern Mutual, Steve worked as a civil engineer, bringing strong analytical and problem-solving skills into his financial planning practice. Outside of work, he enjoys spending time outdoors and staying active in nature. Position Overview: As a Financial Planner you will play a critical role in helping clients secure their financial futures through comprehensive insurance solutions. Your responsibilities will include: Client Assessment: Evaluate clients' financial needs and goals to recommend appropriate insurance products. Customized Solutions: Develop personalized insurance plans that align with clients' long-term financial strategies. Relationship Building: Establish and maintain strong relationships with clients, offering continuous support and advice as their needs evolve. Product Knowledge: Stay informed about the latest insurance products and industry trends to provide clients with the best options available. Compliance and Ethics: Ensure all recommendations and sales comply with company policies and regulatory requirements, maintaining the highest ethical standards. What Our Representatives Value: Potential for abundant, consistent, and predictable results. A collaborative, high-support team environment, fostering growth and camaraderie. Full business development process training and support for seamless operations. Proven operational systems and cutting-edge technology for enhanced agent efficiency. Achieving high performance while maintaining a great quality of life. A company experiencing rapid growth, offering leadership opportunities for top performers. Candidate Characteristics: Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators. People who prioritize understanding the "who, why, and how" behind actions more than just the "what." Savvy communicators who find joy in simplifying complex decisions for others. Generous souls who gladly treat others without hesitation. Ambitious thinkers who embrace boundless opportunities and possibilities. Advocates for teamwork and cooperation, where everyone contributes equally. Passionate about their work, yet approachable and good-natured in their demeanor. Benefits: Strong Earnings Potential: Combining first year income and unlimited upside. Significant bonus opportunity commensurate with outcomes. Dental insurance. Health insurance. Life insurance. Retirement plan. Vision insurance. Education: Bachelor's Degree (preferred) If these qualities describe you, then our office might just be your perfect fit. We are looking to bring on the right individual to join our team and help expand our broader service offering, with an emphasis on growing our insurance and financial services portfolios. Prior insurance or financial services experience is not required. This position offers flexibility, but we're seeking individuals who are open to in-person training and eager to be an active part of our daily and weekly office culture, contributing to our team synergy and vibrant work environment. Join us on this exciting journey, where we take insurance and financial services to a whole new level of excitement and fulfillment. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Grant Price is a Managing Director of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.
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